NECFA
LMND icon

New England Capital Financial Advisors’s Lemonade LMND Stock Holding History

New England Capital Financial Advisors’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,000
Closed -$42.8K – 417
2023
Q1 		$42.8K Hold
3,000
– – 0.03% 132
2022
Q4 		$44.5K Buy
+3,000
New +$59.3K 0.03% 130

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

New England Capital Financial Advisors's LMND Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Lemonade (LMND) in Q2 2023, closing a stake of 3,000 shares — an estimated $42.8K sold.

New England Capital Financial Advisors first reported a position in LMND in Q4 2022 and held it in 2 quarters. The position peaked at $44.5K in Q4 2022. 220 funds tracked by Wall St. Rank hold LMND as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Lemonade position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 3,000 Lemonade shares in Q2 2023, an estimated $42.8K.
  • New England Capital Financial Advisors first reported a position in Lemonade in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Lemonade position peaked at $44.5K in Q4 2022.
  • 220 funds tracked by Wall St. Rank held Lemonade as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.